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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1026
North Star Investment Management
Illinois
– -$59K -620 Closed
PWAG
1027
Polaris Wealth Advisory Group
California
– -$46K -488 Closed
MYIA
1028
Mount Yale Investment Advisors
Colorado
– -$43K -476 Closed
GP
1029
Girard Partners
Pennsylvania
– -$44K -470 Closed
MUS
1030
Mitsubishi UFJ Securities
Japan
– -$34K -360 Closed
KJWM
1031
Kiley Juergens Wealth Management
Washington
– -$32K -347 Closed
PS
1032
Portfolio Strategies
New York
– -$24K -250 Closed
AWM
1033
Aevitas Wealth Management
Massachusetts
– -$19K -204 Closed
WWM
1034
Willingdon Wealth Management
North Carolina
– -$17.1K -198 -99%
BA
1035
Ballew Advisors
Mississippi
– -$10K -120 Closed
AIL
1036
AGF Investments LLC
Ontario, Canada
– -$10K -106 Closed
WC
1037
Whitney & Co
New York
– -$6K -70 Closed
CAG
1038
Csenge Advisory Group
Florida
– -$5K -67 Closed
OWA
1039
One Wealth Advisors
California
– -$5K -56 Closed
OBWP
1040
O'Brien Wealth Partners
Massachusetts
– -$3K -33 Closed
MCM
1041
Monument Capital Management
Virginia
– -$2K -18 Closed
MSA
1042
Marino Stram & Associates
Massachusetts
– -$2K -17 Closed
GWA
1043
Guidant Wealth Advisors
Illinois
– -$1K -15 Closed
PCIA
1044
Prime Capital Investment Advisors
Kansas
– -$1K -8 Closed
MFW
1045
Mosaic Family Wealth
Missouri
– -$1K -7 Closed
FGC
1046
Financial Gravity Companies
Texas
– +$346 +4 New
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